Private credit Key takeaways from our 2026 annual investment outlook webinar
Experts from equities, fixed income, real estate, alternatives, and more discuss where they see opportunities and risks in 2026.
IFI’s November Global Investors’ Summit brought together over 80 investors to discuss and debate our outlook and views on global macroeconomic trends. We believe understanding macro factors such as growth, inflation and policy help us understand market conditions and asset price action.
In the paper we highlight the major developments we believe are driving these factors in four key regions and how they influence our asset allocation decisions.
Experts from equities, fixed income, real estate, alternatives, and more discuss where they see opportunities and risks in 2026.
Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environments.
As economies show resilience, selectivity and care remain critical for bond investors figuring out where to take duration risk and how to think about returns.